Skip to main content
April 20, 2023
Question

If my only income in 2022 was from social security retirement , do I need to file a tax return?

  • April 20, 2023
  • 1 reply
  • 0 views
No text available

1 reply

Hal_Al
Employee
April 20, 2023

No, unless you're filing as Married Filing Separately.

 

Social security only becomes taxable when added to sufficient other income. If you are otherwise required to file a tax return, you do need to enter it in TurboTax (TT). TT will determine the taxable portion.

Social security (including SSDI) becomes taxable when your income, including 1/2 your social security, reaches:

Married Filing Jointly(MFJ): $32,000

Single or head of household: $25,000

Married Filing Separately and lived with your spouse at any time during the tax year: $0